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HawkEye 360 Adds L3Harris Veteran As Investors Weigh Valuation Gap
Simply Wall St.62d agoneutral
HawkEye 360 Adds L3Harris Veteran As Investors Weigh Valuation Gap

HawkEye 360 (NYSE:HAWK) has appointed Alex Johnson as Senior Vice President of Engineering & System Operations. Johnson joins from L3Harris Technologies, bringing experience in C4ISR, SIGINT, and multi sensor fusion solutions. This leadership change comes during HawkEye 360's early period as a public company, with growing attention on its space based signals intelligence offering. For investors watching NYSE:HAWK, this move adds a new level of technical leadership at a time when the company...

L3Harris Expansion And Airbus Tie Up Shape Valuation Opportunity
Simply Wall St.64d agoneutral
L3Harris Expansion And Airbus Tie Up Shape Valuation Opportunity

L3Harris Technologies (NYSE:LHX) is expanding its Huntsville manufacturing operations, with plans to significantly increase capacity and add new jobs. The company is investing materially in new production facilities aimed at supporting growing demand for munitions and related defense systems. L3Harris has also signed a new collaboration agreement with Airbus Helicopters to pursue future Canadian defence opportunities. The partnership focuses on integrating L3Harris imaging and reconnaissance...

How The L3Harris Technologies (LHX) Investment Story Is Evolving With Recent Developments
Simply Wall St.65d agoneutral
How The L3Harris Technologies (LHX) Investment Story Is Evolving With Recent Developments

L3Harris Technologies enters this update cycle with no changes to its published price targets, leaving current analyst expectations intact for now. As the story around the stock continues to evolve through earnings, contracts, and sector moves, the key question is how you can track and interpret these shifts before they show up in formal estimates. Read on to see how to stay on top of the narrative as new data and research come through, so you can follow the stock with more...

24/7 Wall St.73d agoneutral
The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 ETFs Worth Owning

The commercial space sector has crossed into recurring commercial revenue at scale. SpaceX’s Starlink unit is now throwing off subscription cash flow at a scale that supports an IPO pipeline being shepherded by Bank of America as lead underwriter. Pure-play satellite operators are booking recurring service revenue rather than one-off launch fees. Even prime defense ... The Commercial Space Economy Just Crossed a Real Revenue Threshold and After Following This Industry for Years These Are the 3 E

How L3Harris’ Fiber‑Optic Tether Production Ramp Will Impact L3Harris Technologies (LHX) Investors
Simply Wall St.74d agoneutral
How L3Harris’ Fiber‑Optic Tether Production Ramp Will Impact L3Harris Technologies (LHX) Investors

Earlier in May 2026, L3Harris Technologies announced plans to ramp up production of its fiber-optic tether systems used to maintain secure communications with military drones and underwater platforms amid rising electronic warfare threats. This expansion highlights how L3Harris is leaning into demand from the Pentagon and allied forces for more resilient communications technology across defense and commercial applications. Now we’ll explore how this production ramp in fiber-optic tether...

A Look At L3Harris Technologies (LHX) Valuation After Fiber Optic Tether Production Expansion
Simply Wall St.75d agoneutral
A Look At L3Harris Technologies (LHX) Valuation After Fiber Optic Tether Production Expansion

L3Harris Technologies (LHX) is expanding production of its fiber-optic tether systems for military drones and underwater platforms, responding to heightened electronic warfare threats and growing demand for secure communications in situations where radio signals risk disruption. See our latest analysis for L3Harris Technologies. The recent decision to ramp up fiber optic tether production comes as the stock shows mixed momentum, with a 1 day share price return of 1.84% and a 7 day return of...

L3Harris Expands Fiber Tether Output As Electronic Warfare Shapes Defense Demand
Simply Wall St.75d agoneutral
L3Harris Expands Fiber Tether Output As Electronic Warfare Shapes Defense Demand

L3Harris Technologies (NYSE:LHX) is expanding production of its advanced fiber-optic tether systems. The ramp up targets rising demand from the Pentagon and allied forces for secure links to drones and underwater platforms. The move is a response to growing electronic warfare threats affecting military communications. L3Harris Technologies operates as a defense technology company focused on communications, sensors, and mission systems for government and allied customers. The decision to...

One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry
24/7 Wall St.77d agoneutral
One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

SpaceX’s S-1 just handed legacy defense investors a number they cannot ignore. And you can bet they won’t. In 2025, roughly one-fifth of SpaceX revenue came from U.S. federal agencies, primarily NASA, the Department of War, the General Services Administration, and certain Intelligence Community agencies, focused on launch services, spacecraft development, satellite deployment, and artificial ... One-Fifth of SpaceX Revenue Comes From Uncle Sam: The Defense Contractors That Should Worry

Is It Too Late To Consider L3Harris Technologies (LHX) After Its Recent Share Price Pullback
Simply Wall St.78d agoneutral
Is It Too Late To Consider L3Harris Technologies (LHX) After Its Recent Share Price Pullback

Investors may be wondering whether L3Harris Technologies at around US$308 a share is still offering value, or if most of the upside is already reflected in the price. The stock is up 35.8% over the last year and 77.5% over three years, even though it is down 12.0% over the past month and has slipped 0.4% in the last week, with a modest 1.2% gain year to date. Recent attention on L3Harris has centered on its role in the Aerospace & Defense sector, with investors watching contract activity,...

This Arkansas Town Is Humming With the Sound of Missile Making
The Wall Street Journal80d agobearish
This Arkansas Town Is Humming With the Sound of Missile Making

Camden, Ark.—When the Pentagon put out an urgent call for rocket launchers and ammunition to send to Ukraine and replenish supplies at home in 2022, an answer came from an unlikely place: this remote southern pine-belt town, population around 10,000. Lockheed Martin one of the defense contractors clustered in the east part of Camden and already one of the town’s biggest employers, was reeling in government orders to produce more mobile rocket launchers. Other big defense contractors in the area also soon landed contracts to produce ammunition and expand their rocket facilities in Camden.